$PE8
Fading QuicklySnapshot Window: 2026-07-25 04:20 UTC · ← Back to Crypto Overview
Social Momentum Summary
Total Engagement - Comments: 10, Retweets: 2, Likes: 15, Impressions: 104
Verbatim Community Citations & Social Evidence 1 source posts analyzed
$NBIS does have a long upcoming platter of announcements because of simple reasons : they've got priority access to the next big thing in computing : its called vera rubin, and hyperscalers will spend more capital to acquire those beasts. $NBIS will become one of the hottest [Spoken audio]: This morning, the next NVIDIA rack and just the demand that it's going to create, of course, right after the bell, right after the earnings last night with Google, and Nebius went through the roof. This is a name that you've liked. It's come along like gang buses here recently. How much more upside do you think? Nebius probably is the highest torque infrastructure readthrough of what Google just communicated yesterday, because that third-party capacity has that temporary bridge of what Google was communicating yesterday on the conference call. That is exactly what Nebius is building right now. It provides immediate available full stack AI infrastructure to customers that can't wait for these hyperscalers to construct more data centers. So I think the runway is massive. I think the perfectly positioned that Gentek AI environments, management has already said that four or five customers are competing for every GP that brings online. That tells you the imbalance right now on the supply and demand. And Nebius is perfectly positioned to capitalize on those Microsoft and Meta agreements they currently have right now. I tell you what.
